Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,135 | $138,102-44.1% | $125,381-38.5% | $134,532-42.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -34.24% | 750.73%-785.0pp | 572.31%-606.5pp | 418.27%-452.5pp |
| Employer contribution / active EE | $4,721 | $5,245-10.0% | $4,815-2.0% | $4,741-0.4% |
| Participant deferral / active EE | $15,921 | $7,801+104.1% | $7,448+113.8% | $6,401+148.7% |
| Admin fee / account holder | $649 | $11,568-94.4% | $10,007-93.5% | $11,429-94.3% |